Carmen Ioana Bississo
Investment Committee Member at Cassaday & Co. Wealth Management LLC
Profile
Ms. Carmen I.
Bississo is a Director of Advanced Strategies at Cassaday & Co. Wealth Management LLC.
Ms. Bississo is responsible for managing the Advanced Strategies Department, which closely monitors the ever changing insurance and annuity landscape, provides insurance and annuity policy reviews for our clients and assists with any related client needs.
She serves on the Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies.
Ms. Bississo is responsible for managing the firm’s investment allocations regarding variable annuity and life insurance portfolios.
Prior to joining the firm, she spent five years working for The Washington Group of MassMutual as the Agency’s Investment and Annuity Specialist, where she trained financial advisors in investment and annuity sales and managed the overall investment department within the organization.
As a member of the Women Advisory Board of MassMutual, she has taught Financial Literacy classes to 8th graders at The Washington Middle School for Girls in Washington, D.C., and at Holton-Arms School in Bethesda, Maryland.
She is a summa cum laude graduate of the Pamplin College of Business at Virginia Polytechnic Institute and State University Virginia Tech, where she received her Bachelor of Science in business with a concentration in risk management finance.
She holds the Series 7, 66, and 24 securities registrations, as well as the Life and Health Insurance License in Virginia.
Carmen Ioana Bississo active positions
| Companies | Position | Start |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Investment Committee Member | - |
Former positions of Carmen Ioana Bississo
| Companies | Position | End |
|---|---|---|
The Washington Group, Inc.
 The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Washington Group, Inc. provides government relations and lobbying services. Its services include legislative tracking & analysis, congressional testimony preparation, crisis management, writing legislative and regulatory language, organizing Washington conferences, drafting position papers, advising on political positioning and media tracking and analysis. The firm clients include healthcare, technology, telecommunications, environmental, defense, trade, real estate and transportation entities. The company was founded in 1995 by G. John O'Hanlon and is headquartered in Washington, DC | Corporate Officer/Principal | - |
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Investment Committee Member | - |
Training of Carmen Ioana Bississo
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Washington Group, Inc.
The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Washington Group, Inc. provides government relations and lobbying services. Its services include legislative tracking & analysis, congressional testimony preparation, crisis management, writing legislative and regulatory language, organizing Washington conferences, drafting position papers, advising on political positioning and media tracking and analysis. The firm clients include healthcare, technology, telecommunications, environmental, defense, trade, real estate and transportation entities. The company was founded in 1995 by G. John O'Hanlon and is headquartered in Washington, DC | Commercial Services |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
- Stock Market
- Insiders
- Carmen Ioana Bississo
